How To Create Surveys Using Salesforce Flow
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in Salesforce, Visualforce
Technically Salesforce Flow is known as a business ‘workflow wizard’ or simply a sequential set of screens that can be used to complete or assist…
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Before we continue it is imperative to understand the workflow of the survey first. Every survey follows a flow chart. Ours is also a very generic survey workflow that starts with a customer greeting screen. This screen will display the greeting message and will ask the user’s permission to proceed further on towards the survey.
If the answer is Yes, we will move on to the survey screen from where we will move to the thank-you screen. However if the answer was negative, we will skip the survey section and display the thank-you screen.
It is the most basic workflow and common practical surveys involve 3 to 4 survey screens before moving to the ending screen. But the ultimate choice is with the developer of the survey workflow.
The next field is to record the user’s consent for participating in the survey. You can use a text field for the same in which a user can type the desired value, but for simple single choice questions radio buttons are the best. So go ahead and chose a radio button type to add to the screen.
Create a new Choice, label it, and give it unique name like postive_participation. Similarly create another choice for negative participation. Unique names and labels are important so they must be used cleverly.
And then in Flow canvas screen drag a node from the survey screen element to the record create the element. Now the only thing left is to create the thank-you page
Now the most important step, save your survey. It’s best to keep saving your survey in between steps to ensure backup of the work.
